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Disclosery

Financial Freedom, LLC: XLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Freedom, LLC on XLV, newest first. How the timeline and the estimate are built.

Financial Freedom, LLC held 35,507 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,507 shares
    Change vs previous 13F -1,114 shares

    2.59% of the 13F portfolio, value $5,633,578.

    13F-HR 0001965484-26-000003 filed by Financial Freedom, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 36,621 shares
    Change vs previous 13F -2,225 shares

    2.67% of the 13F portfolio, value $5,369,061.

    13F-HR 0001965484-26-000002 filed by Financial Freedom, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 38,846 shares
    Change vs previous 13F -1,681 shares

    2.98% of the 13F portfolio, value $6,013,413.

    13F-HR 0001965484-26-000001 filed by Financial Freedom, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 40,527 shares
    Change vs previous 13F -125 shares

    2.81% of the 13F portfolio, value $5,640,141.

    13F-HR 0001965484-25-000006 filed by Financial Freedom, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 40,652 shares
    Change vs previous 13F +2,188 shares

    2.95% of the 13F portfolio, value $5,479,641.

    13F-HR 0001965484-25-000003 filed by Financial Freedom, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 38,464 shares
    Change vs previous 13F -216 shares

    3.23% of the 13F portfolio, value $5,616,132.

    13F-HR 0001965484-25-000002 filed by Financial Freedom, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 38,680 shares
    Change vs previous 13F +38 shares

    2.81% of the 13F portfolio, value $5,321,255.

    13F-HR 0001965484-25-000001 filed by Financial Freedom, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 38,642 shares
    Change vs previous 13F not available

    3.15% of the 13F portfolio, value $5,951,568.

    13F-HR 0001965484-24-000006 filed by Financial Freedom, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).